Edward Jones - Financial Advisor: Kevin E Jamison - Beeville (TX)

Christina Magri James is exactly what I had been looking for in a financial advisor and coach. He took the time to listen to my financial goals and anxieties, and then provided me with a comprehensive financial plan that I feel confident about. James has given me peace of mind by breaking down an overwhelming situation and making it feel manageable. He is empathetic and genuinely cares about helping his clients. James is highly qualified, responsive, and efficient. It has been an absolute blessing working with him and I would recommend him to anyone.

Michelle Moore Attended one of Eric’s seminar and was immediately impressed with the positive feedback and experiences from the clients at the table. Fast forward, I became his client shortly after, after meeting with him and having him thoroughly explain all the product offerings. Eric really cares about the long term financial success and education for his clients. Best decision I could have made!

Guitarre Mann A big shout out to Annie for being patient with my asking her too many questions. She is a definite asset to her job. Very sweet and very helpful.

jeremy scott I know the owner and have for 20 years. Extremely great guy. Now so the readers know, I do not do business with this company, but I have in the past. Zero problems and theyre very respected not only in the finance field, but in an ethical manner. Also, all the people I have spoken with and worked with there were extremely helpful and outgoing.

Heather Stayton Very helpful and super friendly!